Guru Ownership Trend
Guru Analysis for Shell plc (SHEL)
Shell plc (SHEL), a key player in the Energy sector, continues to attract institutional attention.
As of Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.02 B.
Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.
Institutional sentiment is currently Bearish. This is evidenced by a $82.4 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 68.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Shell plc (SHEL)
Major holders include Ken Fisher ($2.56 B), HOTCHKIS & WILEY ($571.64 M), Richard Pzena ($297.27 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 38.93 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $82.4 M, with 7 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited SHEL. The total reported sell value was $160.92 M.
Yes, 1 managers opened new positions in SHEL, and 6 increased their existing holdings. The total reported buy value was $78.52 M.
